Technical Tax Partner
Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.
The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state / local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities.
Key Responsibilities :
- Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures.
- Advise clients on international tax regimes including GILTI, Subpart F, FDII / FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
- Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups.
- Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.
- Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections.
- Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements.
- Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities.
- Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management.
- Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters.
- Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues.
- Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives.
- Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts.
- Collaborate with audit, accounting, and legal teams to support client growth across practice areas.
- Lead and expand the firm's international tax and financial services tax practices.
- Develop innovative tax strategies and service offerings in response to legislative and regulatory changes.
- Mentor and train senior tax professionals, fostering technical excellence and professional development.
- Contribute to firm thought leadership through internal training, client presentations, and technical publications.
Requirements :
CPA required; JD and / or LL.M. in Taxation a plus.
Extensive experience (typically 15+ years) in international, federal, and state / local taxation within public accounting firms and / or law firms.Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation.Proven ability to manage and grow a significant book of business and support firm-wide revenue growth.Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients.Recognized technical authority with experience leading international tax or financial services practices.Entrepreneurial mindset with a track record of developing innovative tax solutions.Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions.Job Type : Full-time
Schedule : Monday to Friday, Hybrid work environment
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $300K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including :
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term Disability InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn LearningWe are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!